Yes correct, it’s over $100m rerate. Nice for the punters but of no use to AKP story - esk has been around for yonks and has well-established licensing agreements and protocols and has face-to-face working relationships with telco vendors. The real point is that re-rating of this order can happen from a low M.C. base. Half a billion dollars is one mountain to climb. I.M.H.O.
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Yes correct, it’s over $100m rerate. Nice for the punters but of...
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